Episode 114
E114: 2026 Market Predictions: The Stocks That Will 10X (and the Ones That Will Crash)
11 January 2026
This week, we dust off the crystal ball to deliver a "big banger" of an episode entirely focused on predictions for 2026. From the AI revolution to the future of the Magnificent Seven, we're putting our reputations on the line.
In this episode:
🤖 AI's Next Big Move: We debate which industries will benefit most from AI adoption, with a focus on manufacturing, logistics, and the surprise contender: insurance. 📉 Mag 7 Shakeup: A controversial take on why Apple might lose its dominant position by 2030. 🔮 The 2026 Crypto & Commodity Play: A heated debate on where to park value—will it be Uranium, Gold, or is Bitcoin destined to crush Silver? 🦁 WallStreetBets vs. The Wildlife: We review a Reddit poll on the "Best Stock of 2026" and give our verdict on their top picks, including ASTS and Reddit itself. 🚀 Portfolio Wars: Which of our personal holdings will see the biggest gains? We make the bull case for Rocket Lab, UiPath, and Coherus. 🛰️ The Space Race: Will ASTS make a commercial call before Starlink? Plus, will Rocket Lab's Neutron finally reach orbit? 🎰 Vegas Bound: Details on the upcoming Wall Street Wildlife Patreon meetup in Las Vegas!
Segments: 00:00 Introduction & Christmas Recap 03:25 2026 Predictions Overview 05:10 Which Industry Benefits Most from AI? $SYM $LMND $OSCR 08:10 Who Wins the AI Agents Race? $PATH $GOOG 10:50 Magnificent Seven Shake-Up: Who Falls & Who Replaces Them? $AAPL $META 13:30 Tesla Robotaxis in Texas - Reality Check $TSLA 16:55 Most Valuable Company by Year-End $GOOG #SpaceX 19:17 Commodities Battle: Bitcoin, Gold, Silver, or Uranium? $BTC 23:40 Will the 10-Year Yield Exceed 6%? 26:40 Dollar Decline vs. Safe Havens $BTC $USD 29:20 Sovereign Debt Crisis - Will G7 Countries Survive? 33:35 Wall Street Bets Stock Picks - Best & Worst $PATH $DUOL $RKLB $RDDT $MELI 41:49 Most Overhyped Stocks $NVO $MMED $LLY $QUBT $RGTI $GOOG $IBM 46:52 Geopolitical Portfolio Positioning - Defense & Energy #Anduril $CEG $ONDS 51:32 Biggest M&A Deal of 2026 $RLAY $PRCT $LYFT 54:37 Highest Gainer in Our Portfolios $EOSE $MELI $CHRS 58:10 Broken Thesis in Our Portfolios $SLNH $GNS 01:02:14 Chainlink & Tier-1 Banks $LINK 01:05:40 ASTS vs. Starlink: First Commercial Call $ASTS #SpaceX 01:11:22 Rocket Lab: Neutron to Orbit? $RKLB 01:12:00 CEOs Citing Prediction Markets $COIN 01:15:43 Rapid Fire: Homes vs. Data Centers 01:16:34 Rapid Fire: Verified Human Tier 01:18:04 Rapid Fire: Tokenized Real Estate 01:19:00 Rapid Fire: AI Crime & Lawsuits 01:21:53 Badger vs. Greggs Sausage Rolls $GRG 01:23:11 Most Improbable Las Vegas Meetup Prediction 01:24:12 Portfolio Performance Battle 01:26:45 Predictions Wrap-Up 01:27:32 Market Bottlenecks in 2026 01:30:40 Las Vegas Meetup Update
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